Digital and Discretionary Services Sample Clauses

Digital and Discretionary Services. The Program includes discretionary investment advice offered by Betterment primarily over the internet through the Website and Interface. This may be different from other investment advisory relationships with which Client is familiar, and Client must be willing to receive investment advice over the internet in order to use the services provided as part. Betterment provides customer support over the telephone and internet for the purposes of technical support, but such support is educational in nature only. Betterment also offers eligible Clients non-discretionary Supplementary Services (as described below) through which Betterment will advise participating Clients through email, electronic chat and telephone communications. In addition, Betterment may, in its sole discretion, offer any Client, without charge, financial planning consultations through email, electronic chat, and telephone communications. These communications would include only non- discretionary advice (i.e., advice that the Client is responsible for implementing, if desired) and are subject to the conditions and limitations described in Section 10(B) below. Betterment provides goal-based investment advice. Client identifies financial goals via the Website and Betterment then provides investment advice specific to each goal via the various features offered to Client through the Interface, some of which are optional. Betterment’s advice for each of Client’s goals is based on Betterment’s investment methodology regarding goal-based asset allocation strategies and certain information and preferences requested by Betterment and provided by Client, including the Investment Strategy, which will serve as the Investment Policy Statement (“IPS”). Client acknowledges and agrees to the terms and conditions attached hereto for the Smart Beta Portfolio, which may be elected as the Investment Strategy for one or more goals. The IPS may be modified as Betterment adjusts its investment methodology and Client updates Client’s information and preferences via the Interface. For some financial goals and Investment Strategies, Betterment’s recommendations to Client will shift over time, with the recommended allocation gradually shifting as the term of the goal approaches (i.e., a “glide path”). Client will have the option to enable a feature that automatically adjusts Client’s Allocation to conform to the glide path. If Client elects not to enable this feature, Betterment will not automatically adjust Client’s ...
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Related to Digital and Discretionary Services

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